Agencies

New Accounts

• Can I see what the consumer sees?
• How many referrals turn into actual business for me?
• I just created my account, what happens next?
• I need to make adjustments to my profile / account settings.
• When will I get my first referral?
• When will my account be activated?

General Info

• How many other agencies get the referrals you send to me?
• What are your hours of operation?
• Why is the contact information on the referral outside of my area?

Account Settings

• Can I send my referrals to more than one email address?
• Can I set my account to only send referrals that meet or exceed my hourly minimum?
• Can I set my account to send only the referrals that are seeking the type of care I provide?
• Can I set up more than one phone number to receive text messages?
• How do I limit the number of leads I get per day?
• How do I reactivate my account/restart services?

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Referral Delivery

• Can I send my referrals to more than one email address?
• Can I set up more than one phone number to receive text messages?
• Can you send referrals via fax?
• How do I sign up for the text messaging option?
• I need to update the email address my referrals are sent to.
• There are referrals listed in the portal, but I haven’t received any via email.

Returns

• Are there any additional limits to returns?
• Can I return invalid referrals?
• How do I request a return?
• I submitted a return request and got a notification that the request was processed, but don’t see where it was credited to my account.

Billing

• How do I cancel my account?
• How do I refill my account balance?
• How do I reprocess a declined credit card charge?
• How do I stop an upcoming charge from taking place?
• How do I update my credit card information?
• How does your billing process work?

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